Prospect Square is already your central hub for bringing together all your contacts and connecting with your sphere. Beginning May 7th Clients For Life will be available in Prospect Square giving you one more way to connect with your sphere each month.

When the Clients For Life dashboard launches in Prospect Square you’ll be able to view your campaigns, opt in and out of the campaigns you choose, and manage who your campaigns are sent to. Click on the new Clients For Life option that will be available in the left navigation menu within Prospect Square to get to your dashboard.

Learn how to use this simple yet powerful tool this Thursday, May 9th.

Upcoming Launch Training Sessions (30 minutes, you only need one)
Clients For Life 
Session 1
Thursday, May 9
11 AM EDT
Click to Join
Clients For Life 
Session 2
Thursday, May 9 
3 PM EDT
Click to Join

 

There will be a recording available after the training. To get ready to start sending Clients For Life campaigns from Prospect Square be sure you’ve loaded your Primary Sphere contact group.

Your Clients For Life Welcome Letter will be sent from Prospect Square on Friday, May 10th. 

Your first Clients For Life campaign will be sent from Prospect Square on Tuesday, May 14th.

Want to learn more about Prospect Square and how it powers Clients For Life? Join us for an upcoming education session or view our library of on demand resources.